+53.0%
MDT vs AVAV
-5.8%
+58.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +10.5% | -13.4% | -3.0% |
| 7D | +5.4% | -10.6% | +16.0% | +5.6% |
| 30D | +19.1% | -18.8% | +37.8% | +19.4% |
| 3M | +19.5% | -34.1% | +53.6% | +20.3% |
| 6M | +33.5% | -35.3% | +68.8% | +34.4% |
| YTD | +8.7% | -53.4% | +62.1% | +9.4% |
| 1Y | +16.8% | -65.6% | +82.4% | +18.5% |
| 3Y | +53.0% | -5.1% | +58.0% | +43.8% |
| All | +53.0% | -5.8% | +58.8% | +43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded AVAV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling